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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,872 | $61,356-18.7% | $149,696-66.7% | $71,511-30.3% |
| Participation rate | 44.9% | 62.5%-17.6pp | 78.8%-33.8pp | 67.9%-23.0pp |
| Annual return | 18.37% | 35.86%-17.5pp | 134.46%-116.1pp | 28.86%-10.5pp |
| Employer contribution / active EE | $1,091 | $2,382-54.2% | $4,821-77.4% | $2,589-57.9% |
| Participant deferral / active EE | $2,712 | $2,920-7.1% | $5,682-52.3% | $4,291-36.8% |
| Admin fee / account holder | $9,387 | $1,263+643.1% | $13,212-28.9% | $1,588+491.0% |